Civic Intelligence

Onward Eugene

990 • Fiscal year 2023 • EIN 84-3296698

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 13, 2024

1401 Willamette StEugene, OR 97401

(541) 484-1314

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

91st percentile

0.76x

Higher debt load relative to assets than 91% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

89th percentile

0.68x

Higher debt load relative to revenue than 89% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

14th percentile

-23%

Higher net margin than 14% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

95th percentile

$168,540

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 22.9% of source-year revenue.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Asset Growth

87th percentile

48%

Faster asset growth than 87% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

19th percentile

-18%

Faster revenue growth than 19% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Assets

Up

$658,055

Up $212,918 (+48%) from 2022

Net Assets

Down

$158,400

Down $170,760 (-52%) from 2022

Liabilities

Up

$499,655

Up $383,678 (+331%) from 2022

Revenue

Down

$736,604

Down $158,161 (-18%) from 2022

Expenses

Up

$907,364

Up $206,716 (+30%) from 2022

Net Income

Down

-$170,760

Down $364,877 (-188%) from 2022

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$4.0M$3.0M$2.0M$1.0M$0Assets 2021: $259,103Liabilities 2021: $124,060Net Assets 2021: $135,0432021Assets 2022: $445,137Liabilities 2022: $115,977Net Assets 2022: $329,1602022Assets 2023: $658,055Liabilities 2023: $499,655Net Assets 2023: $158,4002023Assets 2024: $3,307,544Liabilities 2024: $492,179Net Assets 2024: $2,815,3652024

Highlighted filing

2023

Assets$658,055
Liabilities$499,655
Net Assets$158,400

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$2.0M$0-$2.0MRevenue 2021: $752,771Expenses 2021: $639,801Net Income 2021: $112,9702021Revenue 2022: $894,765Expenses 2022: $700,648Net Income 2022: $194,1172022Revenue 2023: $736,604Expenses 2023: $907,364Net Income 2023: -$170,7602023Revenue 2024: $3,867,336Expenses 2024: $1,209,183Net Income 2024: $2,658,1532024

Highlighted filing

2023

Revenue$736,604
Expenses$907,364
Net Income-$170,760
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 13, 2024
Return Version
2023v5.0
Gross Receipts
$736,604
Mission and Program Overview

Mission

Onward eugene's vision is for a thriving local economy that leads to inclusive prosperity.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$315,546$283,323▼ $32,223
Pledges and Grants Receivable-$250,000-
Cash and Non-Interest-Bearing Accounts-$67,032-
Accounts Receivable$129,591$57,700▼ $71,891
Total Assets$445,137$658,055▲ $212,918
Liabilities
Grants Payable-$250,000-
Accounts Payable and Accrued Expenses$102,477$249,655▲ $147,178
Deferred Revenue$13,500--
Total Liabilities$115,977$499,655▲ $383,678
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$329,160$158,400▼ $170,760
Total Net Assets Fund Balance$329,160$158,400▼ $170,760
Total Liabilities and Net Assets / Fund Balance$445,137$658,055▲ $212,918
Compensation and Service Providers

Board Members and Trustees

NameTitle
Erik ParrishChair/treasu
Katherine MoyerVice Chair/s
Allan BenavidesDirector
Amanda WalkupDirector
Brittany Quick-warnerDirector
Sarah MedaryDirector
Steve MokrohiskyDirector
Tina GuldbergDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$702,933
Program Service Revenue
$29,194
Investment Income
$2,677
Other Revenue
$1,800
All Other Contributions
$359,599
Change in Net Assets
$-170,760
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$640,364
Grants and Similar Amounts Paid$267,000
Total Fundraising Expense$16,747
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$474,385$41,868$11,645$527,898
Grants to Domestic Orgs$250,000--$250,000
Fees for Services Accounting-$19,700-$19,700
Grants to Domestic Individuals$17,000--$17,000
Advertising--$5,081$5,081
Other Expenses$6,500$2,938$21$2,938
Information Technology-$2,791-$2,791
Insurance-$2,700-$2,700
Office Expenses-$1,747-$1,747
All Other Expenses$429--$429
Payment Travel Entrtnmnt Publicly Ofcl$290--$290
Total Functional Expenses$818,316$72,301$16,747$907,364
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Eugene Area Chamber of CommerceEugene, OR501c6Program Support$250,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 4

Bylaws amended to include approval of board of directors candidates by the board of directors of eugene area chamber of commerce

Form 990, Page 6, Part VI, Line 11B

The form 990 is reviewed by the executive director and the financial advisor. The board will also be provided with the form 990 via e-mail for review.

Form 990, Page 6, Part VI, Line 12C

The conflict of interest policy is distributed to board members annually.

Form 990, Page 6, Part VI, Line 19

Governing documents, conflict of interest policy, and financial statements are available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Onward Eugene
EIN
84-3296698
Phone
5414841314
Address
1401 WILLAMETTE ST, EUGENE, OR 97401

Signing Officer

Name
Erik Parrish
Title
Chair/treasurer
Phone
5412422356
Signed
2024-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Erik Parrish
Formed
2019
Legal Domicile
Or
Voting Board Members
8
Independent Board Members
7
Employees
0
Volunteers
7

Preparer

Firm
Jones & Roth Pc
Address
PO BOX 10086, EUGENE, OR 97440
Preparer
Kari Young
Phone
5416872320
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part I, Line 6

Board members are the only volunteers.

Form 990, Page 2, Part III, Line 4A

Business recovery & expansion: we are focused on supporting local businesses to help them survive and thrive and ensure they continue to call this region home. Entrepreneurship & innovation: onward eugene is committed to increasing the number of startups in our region and providing world class support for new companies to innovate and thrive in our community. Regional marketing & business recruitment: the eugene area has so much to offer and we are working to amplify the visibility of the innovation that is happening in this region to signal to the nation that this is where businesses want to locate. Talent & leadership development: talent is the number one input to growth for all traded-sector industries. We work with regional partners to develop, retain and recruit a talented workforce through training opportunities and innovative programming.

Form 990, Part IX, Line 11G

Other contracted services 0 9,687 0 program consulting 109,497 0 0 contracted staffing 297,888 32,181 11,645 homelessness services 60,000 0 0 eugene table expenses 7,000 0 0 total 474,385 41,868 11,645

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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt069
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt05478
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt029194
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0281345
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0173268
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt03178
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0486985
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt04477
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0931
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt069
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt05478
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt014
IRS990ScheduleA/OtherIncome509Grp/TotalAmt014
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt01438336
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt0100537
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt0494324
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt0365089
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0959950
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt09037
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt0215477
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt071611
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt0296125
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0732127
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0891334
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0752688
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt022137
IRS990ScheduleA/Total509Grp/TotalAmt02398286
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0736604
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0892265
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0752771
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt022138
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02403778
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt017000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0STARTUP ASSISTANCE
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt03
IRS990ScheduleI/RecipientTable/CashGrantAmt0250000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C6
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0PROGRAM SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0EUGENE AREA CHAMBER OF COMMERCE
IRS990ScheduleI/RecipientTable/RecipientEIN0930163290
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01401 WILLAMETTE ST
IRS990ScheduleI/RecipientTable/USAddress/CityNm0EUGENE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OR
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd097440
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE USE OF FUNDS BY RECIPIENTS IS MONITORED THROUGH A REPORTING PROCESS
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
IRS990ScheduleI/TotalOtherOrgCnt01
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/ClubDuesOrFeesInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/CompensationCommitteeInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/Form990OfOtherOrganizationsInd0X
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0149955
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt06140
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt012445
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0BRITTANY QUICK-WARNER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0168540
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SubstantiationRequiredInd0true
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990ScheduleJ/WrittenEmploymentContractInd0X
IRS990ScheduleJ/WrittenPolicyRefTAndEExpnssInd0true
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOARD MEMBERS ARE THE ONLY VOLUNTEERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BUSINESS RECOVERY & EXPANSION: WE ARE FOCUSED ON SUPPORTING LOCAL BUSINESSES TO HELP THEM SURVIVE AND THRIVE AND ENSURE THEY CONTINUE TO CALL THIS REGION HOME. ENTREPRENEURSHIP & INNOVATION: ONWARD EUGENE IS COMMITTED TO INCREASING THE NUMBER OF STARTUPS IN OUR REGION AND PROVIDING WORLD CLASS SUPPORT FOR NEW COMPANIES TO INNOVATE AND THRIVE IN OUR COMMUNITY. REGIONAL MARKETING & BUSINESS RECRUITMENT: THE EUGENE AREA HAS SO MUCH TO OFFER AND WE ARE WORKING TO AMPLIFY THE VISIBILITY OF THE INNOVATION THAT IS HAPPENING IN THIS REGION TO SIGNAL TO THE NATION THAT THIS IS WHERE BUSINESSES WANT TO LOCATE. TALENT & LEADERSHIP DEVELOPMENT: TALENT IS THE NUMBER ONE INPUT TO GROWTH FOR ALL TRADED-SECTOR INDUSTRIES. WE WORK WITH REGIONAL PARTNERS TO DEVELOP, RETAIN AND RECRUIT A TALENTED WORKFORCE THROUGH TRAINING OPPORTUNITIES AND INNOVATIVE PROGRAMMING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BYLAWS AMENDED TO INCLUDE APPROVAL OF BOARD OF DIRECTORS CANDIDATES BY THE BOARD OF DIRECTORS OF EUGENE AREA CHAMBER OF COMMERCE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR AND THE FINANCIAL ADVISOR. THE BOARD WILL ALSO BE PROVIDED WITH THE FORM 990 VIA E-MAIL FOR REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE CONFLICT OF INTEREST POLICY IS DISTRIBUTED TO BOARD MEMBERS ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6OTHER CONTRACTED SERVICES 0 9,687 0 PROGRAM CONSULTING 109,497 0 0 CONTRACTED STAFFING 297,888 32,181 11,645 HOMELESSNESS SERVICES 60,000 0 0 EUGENE TABLE EXPENSES 7,000 0 0 TOTAL 474,385 41,868 11,645
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 1, PART I, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART IX, LINE 11G
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0EUGENE AREA CHAMBER OF COMMERCE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0930163290
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C6
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0CHAMBER
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01401 WILLAMETTE ST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0EUGENE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0OR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd097401
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0true
IRS990ScheduleR/PerformOfServicesForOthOrgInd0true
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0true
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0true
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false

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